Chartered Financial Planner Status

All our advisers are ‘Chartered Financial Planners’. This is the gold standard within the financial planning profession – the highest possible level of qualification, competence and professionalism.

The Importance of ‘Chartered Financial Planner’ Status

We are very proud that all our advisers have been awarded the prestigious ‘Chartered Financial Planner’ status by the Chartered Insurance Institute (CII).

This is a highly-prestigious designation with demanding qualification criteria. This title is only awarded to individuals committed to developing and maintaining their knowledge and capability so they can deliver the highest quality financial advice. Chartered individuals must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of all the financial advice they give.

Chartered status, granted by the Privy Council, is the industry’s gold standard for financial planners. Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to you is:

Always of the highest quality

Based solely on your researched needs

Provided by someone operating within their level of competency

We meet our obligations in a number of ways:

We have a total commitment to the technical and professional development of every member of the NorthStar team.

Every member of the NorthStar team who deal with clients belongs to a professional body called the Personal Finance Society (PFS). This is the dedicated financial planning arm of the CII Group. Every member of the NorthStar team adhere to its Code of Ethics which is enforced through disciplinary sanctions.

We adhere to the PFS’s continuing professional development requirements, ensuring all team members keep their knowledge and skills up-to-date.

A ‘Chartered Financial Planner’ title is a commitment to an overall standard of customer excellence and professionalism.

Learn More

We have produced a short guide explaining the advantages of using a chartered financial planner. To accompany this is a video on the same subject. The video shows how a Chartered Financial Planner can help you achieve your goals and what sets them apart from typical financial advisers.

Further information about Chartered Financial Planning status is available from the CII website.

Accreditations & Trade Bodies

About NorthStar

At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.

Join Over 3,000 Happy Subscribers

Stay right up-to-date with the latest financial news, get expert insight and analysis and exclusive special offers to help you make the most of your money. NorthStar Insights is the free email newsletter enjoyed by over 3,000 people across the UK. Join them to see what all the fuss is about.